Client Service & Executive Assistant for Wealth Advisors

Stonebridge Financial Group; St. Louis (MO); Presencial; USD 42 000 - 52 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

Retirement plan

Resumo da oferta

Stonebridge Financial Group is a growing independent Registered Investment Advisor serving individuals, families, and business owners across the region. We seek a highly organized Client Service Advisor (CSA) & Executive Assistant to support two financial advisors with client service, account administration, and marketing coordination.

You will manage client requests, paperwork, and calendars while coordinating with custodians and the CRM.

Qualificações

• 2+ years of experience in financial services, wealth management, banking, insurance, or a related professional services environment
• Exceptional organizational and time-management skills
• Strong attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities simultaneously
• Professional and client-focused demeanor
• Proficiency in Microsoft Office applications

Responsabilidades

• Serve as a primary contact for client service requests
• Deliver an outstanding client experience with professionalism and responsiveness
• Coordinate client paperwork and electronic signatures
• Schedule and confirm client appointments
• Prepare meeting materials and documentation
• Follow up on outstanding client requests and action items
• Maintain consistent communication with clients throughout service processes
• Open new advisory and brokerage accounts
• Facilitate account transfers and ACAT requests
• Monitor account-opening workflows from start to finish
• Track paperwork and follow up on outstanding requirements
• Process account maintenance requests
• Coordinate directly with custodians and service providers
• Maintain accurate records within the firm’s CRM and operational systems
• Manage advisor task lists and follow-up activities
• Track commitments made during client meetings
• Coordinate calendars and appointments
• Prepare meeting agendas and supporting materials
• Assist advisors in managing competing priorities
• Execute administrative and operational projects that help advisors remain focused on client relationships and business development
• Coordinate client events and appreciation programs
• Assist with seminar and workshop logistics
• Assist with LinkedIn and marketing projects
• Coordinate marketing materials and project timelines
• Help maintain efficient operational processes
• Identify opportunities for workflow improvement
• Support compliance-related documentation and recordkeeping
• Assist with technology platforms and advisor tools
• Contribute to creating a scalable and exceptional client experience

Conhecimentos

Organizational skills

Time management

Attention to detail

Communication skills

Multitasking

Professional demeanor

Client-focused

Tech savvy

Ferramentas

Microsoft Office

CRM systems

Descrição da oferta de emprego

Stonebridge Financial Group is a growing independent Registered Investment Advisor serving individuals, families, and business owners across the region. We seek a highly organized Client Service Advisor (CSA) & Executive Assistant to support two financial advisors with client service, account administration, and marketing coordination.

You will manage client requests, paperwork, and calendars while coordinating with custodians and the CRM.